Hi, does anyone have an advanced template snippet ...
# advancedpdf
c
Hi, does anyone have an advanced template snippet or a hint on how to change Customer Statements to display Months on aging instead of 1-30?
m
We do this. The basic idea is to create a transaction saved search for each month you want to display, with the customer as available filter and a custom field on the customer record that sources the search result. I am on mobile atm but if you want more details I can send screenshots in a couple days time.
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c
That sounds brilliant too, I don't know why I haven't tried this way, I have the custom fields already, but just 4, I believe you mean to create 12 fields, one for each month, so it will be easier to link them on the template, or do you change the labels for months according to the date when the statement is being executed?
m
We just have generic labels "Current Month", "Last Month", "Two Months Ago", "Three Months +"
c
Hey @michoel, I am revisiting this as I am still having problems to generate statements. I have the custom fields linked to transaction saved searches and they are pulling the correct figures, but when I edited my Advanced PDF Template pointing these new customer fields the statement won't generate, is it a limitation on Netsuite because the fields are linked to a saved search?
I am just getting Error screen please contact the support.
m
Strange, it works fine for me
${customer.custentity_mos_aging_group2}